A detailed history of Gradient Capital Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 81,447 shares of AAPL stock, worth $21 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares
81,447
Previous 85,372 4.6%
Holding current value
$21 Million
Previous $18 Million 5.49%
% of portfolio
6.4%
Previous 6.48%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$207.23 - $234.82 $813,377 - $921,668
-3,925 Reduced 4.6%
81,447 $19 Million
Q2 2024

Jul 19, 2024

SELL
$165.0 - $216.67 $552,585 - $725,627
-3,349 Reduced 3.77%
85,372 $18 Million
Q1 2024

Apr 17, 2024

SELL
$169.0 - $195.18 $988,481 - $1.14 Million
-5,849 Reduced 6.18%
88,721 $15.2 Million
Q4 2023

Jan 31, 2024

SELL
$166.89 - $198.11 $670,564 - $796,005
-4,018 Reduced 4.08%
94,570 $18.2 Million
Q3 2023

Oct 24, 2023

SELL
$170.43 - $196.45 $629,397 - $725,489
-3,693 Reduced 3.61%
98,588 $16.9 Million
Q2 2023

Jul 18, 2023

SELL
$160.1 - $193.97 $175,309 - $212,397
-1,095 Reduced 1.06%
102,281 $19.8 Million
Q1 2023

Apr 17, 2023

SELL
$125.02 - $164.9 $163,526 - $215,689
-1,308 Reduced 1.25%
103,376 $17 Million
Q4 2022

Feb 03, 2023

SELL
$126.04 - $155.74 $195,362 - $241,397
-1,550 Reduced 1.46%
104,684 $13.6 Million
Q3 2022

Nov 04, 2022

BUY
$138.2 - $174.55 $599,511 - $757,197
4,338 Added 4.26%
106,234 $14.7 Million
Q2 2022

Jul 18, 2022

BUY
$130.06 - $178.44 $33,295 - $45,680
256 Added 0.25%
101,896 $13.9 Million
Q1 2022

Apr 29, 2022

SELL
$150.62 - $182.01 $47,595 - $57,515
-316 Reduced 0.31%
101,640 $17.7 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $14,887 - $19,295
107 Added 0.11%
101,956 $18.1 Million
Q3 2021

Nov 02, 2021

BUY
$137.27 - $156.69 $322,859 - $368,534
2,352 Added 2.36%
101,849 $14.4 Million
Q2 2021

Aug 02, 2021

BUY
$122.77 - $136.96 $108,528 - $121,072
884 Added 0.9%
99,497 $13.6 Million
Q1 2021

Apr 21, 2021

BUY
$116.36 - $143.16 $38,747 - $47,672
333 Added 0.34%
98,613 $12 Million
Q4 2020

Jan 20, 2021

SELL
$108.77 - $136.69 $688,840 - $865,657
-6,333 Reduced 6.05%
98,280 $13 Million
Q3 2020

Oct 21, 2020

BUY
$91.03 - $134.18 $7.23 Million - $10.7 Million
79,448 Added 315.71%
104,613 $12.1 Million
Q2 2020

Jul 28, 2020

BUY
$60.23 - $91.63 $2,288 - $3,481
38 Added 0.15%
25,165 $9.18 Million
Q1 2020

Apr 22, 2020

SELL
$56.09 - $81.8 $12,956 - $18,895
-231 Reduced 0.91%
25,127 $6.39 Million
Q4 2019

Jan 16, 2020

BUY
$54.74 - $73.41 $78,880 - $105,783
1,441 Added 6.03%
25,358 $7.45 Million
Q3 2019

Oct 22, 2019

SELL
$48.33 - $55.99 $113,188 - $131,128
-2,342 Reduced 8.92%
23,917 $5.36 Million
Q2 2019

Jul 16, 2019

BUY
$43.33 - $52.94 $28,987 - $35,416
669 Added 2.61%
26,259 $5.2 Million
Q1 2019

Apr 16, 2019

BUY
$35.55 - $48.77 $10,736 - $14,728
302 Added 1.19%
25,590 $4.86 Million
Q4 2018

Jan 30, 2019

BUY
$36.71 - $58.02 $2,532 - $4,003
69 Added 0.27%
25,288 $3.99 Million
Q3 2018

Nov 06, 2018

BUY
$45.98 - $57.09 $17,840 - $22,150
388 Added 1.56%
25,219 $5.69 Million
Q2 2018

Jul 26, 2018

BUY
$40.58 - $48.49 $50,278 - $60,079
1,239 Added 5.25%
24,831 $4.6 Million
Q1 2018

Apr 20, 2018

BUY
$38.79 - $45.43 $13,304 - $15,582
343 Added 1.48%
23,592 $3.96 Million
Q4 2017

Feb 12, 2018

BUY
$38.37 - $44.1 $892,064 - $1.03 Million
23,249
23,249 $3.94 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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